Stephen George Nikolovski
Financial Adviser in Bankstown, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269482
- Location
- Bankstown NSW 2200
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 13 July 2020
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Accountancy and Finance), University of Wollongong (2007); Chartered Accountant Program, The Institute of Chartered Accountants in Australia (2009); Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants in Australia (2009); Diploma Financial Planning FNS50615, Kaplan Australia (2017); Ethics and Professionalism in Financial Advice, Kaplan (2021); Client Engagement Skills, Kaplan (2022)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen George Nikolovski
Stephen George Nikolovski is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bankstown, New South Wales (adviser number 001269482).
The licensee Stephen advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 13 July 2020.
The register records 2018 as the year Stephen first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Accountancy and Finance) (University of Wollongong, 2007), Chartered Accountant Program (The Institute of Chartered Accountants in Australia, 2009) and Graduate Diploma of Chartered Accounting (Institute of Chartered Accountants in Australia, 2009). Stephen is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Stephen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Stephen George Nikolovski a registered financial adviser?
Yes. Stephen George Nikolovski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269482.
Which licensee does Stephen George Nikolovski work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Stephen George Nikolovski give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.